Quantitative Investment Management LLC Makes New $7.62 Million Investment in Dollar Tree, Inc. $DLTR

Key Points

• Quantitative Investment Management LLC bought a new $7.62 million stake in Dollar Tree, acquiring 80,793 shares that represent about 1.1% of the fund’s portfolio and its 23rd largest holding.
• Several large institutions also increased or opened positions—AllianceBernstein grew to 3.75 million shares, while Norges Bank, Jupiter, Voya and EdgePoint added sizable stakes—leaving institutions owning 97.40% of the stock.
• Dollar Tree shares opened at $111.70 (52‑week range $61.87–$142.40) amid mixed analyst views (consensus "Hold", $124.62 target) and bullish options activity ahead of earnings, though peer weakness and CEO warnings on consumer pressure make upcoming guidance the key near‑term catalyst.

Quantitative Investment Management LLC acquired a new stake in shares of Dollar Tree, Inc. (NASDAQ:DLTR - Free Report) during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund acquired 80,793 shares of the company's stock, valued at approximately $7,624,000. Dollar Tree comprises 1.1% of Quantitative Investment Management LLC's portfolio, making the stock its 23rd largest holding.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. Alliancebernstein L.P. grew its holdings in Dollar Tree by 176.9% during the 2nd quarter. Alliancebernstein L.P. now owns 3,746,222 shares of the company's stock valued at $371,026,000 after purchasing an additional 2,393,172 shares during the last quarter. Norges Bank bought a new stake in Dollar Tree in the second quarter worth about $185,784,000. Jupiter Asset Management Ltd. bought a new stake in Dollar Tree in the third quarter worth about $118,811,000. Voya Investment Management LLC boosted its position in shares of Dollar Tree by 103.1% during the third quarter. Voya Investment Management LLC now owns 2,406,748 shares of the company's stock valued at $226,729,000 after buying an additional 1,222,028 shares during the period. Finally, EdgePoint Investment Group Inc. grew its stake in shares of Dollar Tree by 12.3% during the second quarter. EdgePoint Investment Group Inc. now owns 10,825,801 shares of the company's stock valued at $1,072,187,000 after buying an additional 1,184,294 shares during the last quarter. Hedge funds and other institutional investors own 97.40% of the company's stock.

Dollar Tree Stock Down 1.4%

Shares of NASDAQ DLTR opened at $111.70 on Friday. Dollar Tree, Inc. has a 52-week low of $61.87 and a 52-week high of $142.40. The firm has a market capitalization of $22.21 billion, a price-to-earnings ratio of -8.30, a PEG ratio of 1.41 and a beta of 0.73. The stock has a 50 day moving average price of $126.33 and a 200 day moving average price of $112.83. The company has a debt-to-equity ratio of 0.70, a quick ratio of 0.22 and a current ratio of 0.96.

Trending Headlines about Dollar Tree

Here are the key news stories impacting Dollar Tree this week:

• Positive Sentiment: Telsey Advisory Group reaffirmed an "Outperform" rating on DLTR, supporting upside expectations into and after the company’s quarter. Telsey Reaffirms Outperform
• Positive Sentiment: Options activity shows an influx of calls ahead of earnings, indicating bullish positioning by some traders expecting a favorable print or near-term pop. Options Interest Rises
• Neutral Sentiment: Pre‑earnings previews emphasize expected Q4 momentum from multi‑price expansion, store optimization and share gains but flag tariff headwinds and pressure on lower‑income shoppers — outcomes that will make guidance the key stock mover. Q4 Earnings Preview
• Neutral Sentiment: Multiple analyst previews (Zacks, Seeking Alpha, Yahoo) show generally constructive near‑term outlook but caution that FY2026 guidance and macro/ tariff noise are the main uncertainties to watch. Seeking Alpha Strategy Note
• Negative Sentiment: Peer Dollar General (DG) posted a quarterly beat but its fiscal‑year guidance was described as soft — a development that pressured DG shares and raises investor concern about demand or margin outlook across the discount retail sector. That cross‑market worry is weighing on DLTR today. Dollar General Earnings Beat
• Negative Sentiment: Dollar Tree’s CEO warned publicly about rising grocery and essentials prices and tougher consumer shopping behavior, highlighting potential headwinds for lower‑income customers that make same‑store sales and guidance sensitive to macro pressures. CEO on Prices & Economy

Wall Street Analysts Forecast Growth

Several equities research analysts have recently weighed in on DLTR shares. Telsey Advisory Group reiterated an "outperform" rating and issued a $150.00 price target on shares of Dollar Tree in a report on Tuesday. Citigroup restated a "neutral" rating and set a $132.00 price objective on shares of Dollar Tree in a report on Friday, February 27th. Piper Sandler reaffirmed a "neutral" rating and issued a $114.00 price objective (up from $108.00) on shares of Dollar Tree in a research report on Thursday, December 4th. Bank of America increased their target price on Dollar Tree from $75.00 to $85.00 and gave the stock an "underperform" rating in a research note on Thursday, December 4th. Finally, BNP Paribas Exane downgraded Dollar Tree from a "hold" rating to an "underperform" rating and set a $87.00 target price for the company. in a research report on Wednesday, January 21st. Eight research analysts have rated the stock with a Buy rating, ten have given a Hold rating and seven have issued a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of "Hold" and a consensus price target of $124.62.

About Dollar Tree

Dollar Tree, Inc is a North American discount retailer that operates a portfolio of value-oriented store banners, primarily Dollar Tree and Family Dollar. The company's stores offer a broad assortment of everyday items at low price points, including household essentials, food and snacks, health and beauty products, cleaning supplies, seasonal and party goods, home décor, and basic apparel. Dollar Tree's merchandising strategy emphasizes high-turnover branded and private-label merchandise tailored to budget-conscious consumers, with Family Dollar complementing the chain by offering a wider range of price points and assortment depth in smaller-format neighborhood locations.

Founded in 1986 and headquartered in Chesapeake, Virginia, Dollar Tree has grown through both organic store openings and acquisitions.

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